Irrespective of how wealth is accumulated, whether self-made, inherited, or from an unexpected windfall, it comes with an intrinsic weight of responsibility to safeguard and protect it for current and future generations. Not only is complex specialist legal and tax advice essential, sage guidance and strategies are needed to help navigate the personal challenges wealth ownership can bring.
Murray Beith Murray have been trusted advisors to successive generations of families, entrepreneurs and those experiencing ‘sudden wealth’ for over 170 years. Our firm is made up of specialist lawyers from a variety of legal disciplines and we collaborate with a prestigious network of professional advisors with expertise in safeguarding and managing wealth.
Our approach is to fully understand a client’s personal circumstances and then provide the best advice to help achieve their desired goals. This may include mindful succession planning for responsible stewardship of family wealth; helping a lottery winner adjust to the implications of ‘sudden wealth’; putting structure and safety in place to give an entrepreneur confidence in passing on a family business or earned wealth, or preparing the next generation deal positively with their new status.
Murray Beith Murray is recognised as a specialist firm for high net worth clients with complex affairs. We provide expertise in succession and estate planning and tax structuring; and we utilise effective safeguarding tools such as trusts to protect assets against risks like divorce, family disputes, ill health, vulnerability of beneficiaries and insolvency. We also provide strategies to help those deal with new, ongoing or future personal responsibility for safeguarding wealth and the associated challenges.
Specialist Lawyers in Safeguarding Wealth and Estate Planning, Edinburgh
If you have any questions, or you would like to discuss how we can help, then please complete our contact form or call us on 0131 225 1200. Murray Beith Murray was established in 1849 as advisors for generations of clients, committed to our values of integrity, expertise and trust. This aim and these values continue to this day, as does our commitment to be here when you need us.
Safeguarding Wealth Insights
- Benefits of setting up charitable trusts and foundations
- Mind games and money
- The dream of a lottery win could have potential pitfalls for the unprepared
- How best to handover wealth to the next generation